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赛博哈希 Dr.Hash
Influential Creator
AI 这波硬件行情，得分清谁在吃肉谁在喝汤。昨夜英伟达 +3%、海力士 +9%、美光 +5%，明显存储比 GPU 涨得还猛——逻辑是市场开始意识到，大模型的瓶颈正从算力往高带宽内存转，铲子里最紧缺的那一环最先涨价。这跟加密里的叙事轮动一个道理：找到那个卡脖子的环节，比追最热的名字更值钱。别只盯着最响的锣，看谁真正供不应求。你觉得这轮存储的强势是真短缺，还是情绪透支？
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